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Tactical Meeting Review

Meetings are the very essence of client engagement. Those who can conduct them well will continue to win with clients. But what makes a meeting ‘good’ and another one ‘bad?’

Assessing professional behaviour is tricky, especially for something as subjective as a client meeting. Still, there are many objective measures of a meeting. Moreover, once a professional learn to critique and assess their performance, they are on the way to world-class because they have the mechanism to get better every time they perform.
This course teaches individuals and teams a simple process for reviewing client meetings to continue improving with each engagement.

The program includes:


Pre-work Curriculum

  • Preparatory coverage of core concepts (Mechanics, Content, Style) prior to the workshop


Live Workshop Sessions

  • Guided meeting reviews in a small group format

  • Blended scenarios with colleagues and SAGE faculty


Whole-Team Advisory Brief

  • Data and anecdotes from Live Workshop Sessions

  • Advice and direction on meeting reviews from SAGE faculty

We'll deliver in any format you need


On-site training is delivered with small group exercises and a  number of customized hands-on activities.


Remote training is delivered live over Zoom with individual exercises and activities curated to increase engagement.


This program is available for on-demand licensing, which can be used to train new staff or as a reinforcement tool.

Hear more from our customers

SAGE Introduction (Short)
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Ready to rn an engaging meeting and win clients?

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